See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,338 | $108,825-85.0% | $156,181-89.5% | $82,448-80.2% |
| Participation rate | 95.7% | 72.4%+23.4pp | 78.8%+16.9pp | 68.1%+27.7pp |
| Annual return | 13.33% | 20.59%-7.3pp | 64.87%-51.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,185 | $2,870-58.7% | $4,294-72.4% | $2,551-53.5% |
| Participant deferral / active EE | $3,239 | $4,577-29.2% | $6,132-47.2% | $4,139-21.7% |
| Admin fee / account holder | $1,922 | $9,341-79.4% | $14,586-86.8% | $7,234-73.4% |